See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,827 | $70,428-46.3% | $96,562-60.8% | $85,850-55.9% |
| Participation rate | 90.5% | 61.8%+28.7pp | 69.8%+20.7pp | 69.3%+21.2pp |
| Annual return | 12.92% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $769 | $1,413-45.6% | $2,356-67.4% | $2,565-70.0% |
| Participant deferral / active EE | $4,747 | $2,894+64.0% | $3,849+23.3% | $3,952+20.1% |
| Admin fee / account holder | $2,426 | $4,997-51.4% | $6,181-60.7% | $6,260-61.2% |